"We believe every American should be able to afford sophisticated and honest financial advice"
A new breed of fee-based
financial advisors
We are a fee-based independent Los Angeles retirement planning firm who specializes in helping clients with investing*, estate planning and tax strategies. Our advisors are highly educated, credentialed and up-to-date on the areas which we specialize in. Being a fiduciary financial advisory firm, we maintain an objective, 'non-salesy' approach to helping people understand and maximize their financial lives.
We charge a simple, flat fee for our services so you don't have to worry about being pressured into buying products. Regardless of how long it takes us to educate you and help you with your finances we will not charge a penny more than what we initially quote you. We offer unlimited phone calls with our financial experts and do not have any hidden fees or charges. Click here to read more about Fee Based.
Independent financial advisors do not work to increase corporate profits for the firm they are hired by, instead they are hired by the client and work in the best interest of their clients to minimize costs and maximize results. As an independent firm we are not motivated by corporate goals. Our client's success is our goal and we are compensated based on our clients success, not by corporate profits. Click here to read more about Independent Financial Advisors.
Objectivity as it pertains to financial planning means that our associates are not encouraged to promote specific products. Because we are an independent firm we do not have any proprietary products to sell. Instead we can freely advise you to purchase investments that are truly in your best interest from any investment provider in the market, rather than selling you our own brand of investments. Click here to read more about Objective Financial Advice.
OUR EXPERT CONSULTANTS
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CFP: Certified Financial Planner™
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CFA: Chartered Financial Analyst®
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CPA: Certified Public Accountant